Kaleen R Anderson
Investment adviser representative at Skyline Financial Northwest
11 yearsExperience
3 statesRegistered in
$148.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Dlr FarmsMar 2024 to now
- Skyline Financial NorthwestSep 2019 to now
- UnemployedJul 2019 to Sep 2019
- Modernist FinancialFeb 2019 to Jun 2019
- Self-employedApr 2018 to Feb 2019
- NorthFeb 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Skyline Financial Northwest
Legal name: Skyline Financial Northwest LLC
$148.3MAssets managed
133Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7311738
- Firm CRD
- 146844